Event & Program Management
Managing your programs has never been easier with flexible registration & scheduling options for sports and fitness businesses.
Custom Event Types
The core engine of Upper Hand - tag and organize your programs how you want and see that consistency spread throughout the app. Filter on the calendar, in your events table, in reports, associate them with memberships, and more.
Seamless Event Creation
Use the same creation workflow to build new programs regardless of the type, with intuitive logic that allows you to customize all aspects.
Event-Specific Messaging
Quickly send messages to a program roster or a specific session's attendee list, or schedule them for a later time.
Customize Landing Pages
Customize your sign-up pages with images and detailed descriptions with a rich-text editor.
Sign-up Fields
Add required and optional fields to collect relevant information during sign-up like t-shirt size, emergency contacts, and more.
Registration
Streamlined event creation for training programs, classes, camps and clinics, and other fixed events.
Flexible Dates & Times
Select your start date and watch the magic unfold. Choose to end on a specific date or after a number of sessions, set up repeating days, and add your events’ times. And for those one-off occurrences, add additional dates or blackout dates right on the calendar widget.
Robust Pricing Options
Choose from a variety of pricing options based on your registration needs. Set a price for the full program, allow clients to purchase single sessions at an optional premium, create recurring payment plans, and enable Dynamic Pricing to prorate the remaining sessions for late sign-ups.
Waitlists and Participant Restrictions
Define how many participants can register, ages allowed, and whether to allow a wait list once you’ve hit your max. Trigger emails to wait-listed clients when spots open up.
Staff & Resource Assignments
Select which staff members are working the program or view who’s available based on their personal schedules. Block out the facility resources to avoid double-booking headaches.
Scheduling & Booking
Flexible scheduling for one-on-one or group sessions, appointments, and other open booking events.
Customize Availability
Select the first date of the program’s availability and choose it to end on a certain date or indefinite. Set up custom time slots, repeating days, session durations, and date-specific parameters.
Eliminate Double-Booking
Add staff members to your program based on their availability and select whether clients can book with an individual staff member or have one assigned based on availability. Tie resources to your program to automatically block them out once booked.
Deadlines & Intervals
Define a scheduling deadline clients must book by and set a block of time between sessions to avoid last minute hiccups.
Credit Passes
Create credit passes, choose the programs clients can use to book, and set them to expire based on their purchase date, first use, or specific date.
Package Pricing
Incentivize clients to purchase multiple sessions by adding discounts for various packages.
Are you ready to gain the Upper Hand?
Memberships
Grow recurring revenue by offering memberships that give clients access to discounts, recurring credits, retail perks, and more.
Program & Retail Discounts
Automate membership discounts on purchases associated with all or selected event types and retail product categories.
Recurring Sessions & Credits
Select the eligible event types, then chose a quantity to automate to members on a recurring basis. Choose to let them roll over to the next period or expire.
Exclusive Event Types
Offer member-only programs by choosing event types that are accessible only by clients with that membership.
Suspend or Cancel
Easily suspend or cancel memberships either immediately or at the end of their billing period. Set reactivation dates to resume their billing and benefits.
Send Invites & Reminders
Trigger marketing emails that lead clients directly to the membership sign-up page, plus reminders to those who've yet to take action.
Customizable Memberships
Make memberships public or "invite-only", set commitment lengths, and allow pre-sales.
Are you ready to gain the Upper Hand?
Facility & Resource Management
Eliminate double-booking and maximize ROI by streamlining resource scheduling and availability.
Location & Resource Association
Associate your resources with the physical locations you do business at.
Set Staff Preferences
Let staff set their preferred order of resources to be scheduled in, and when booked, the system will book them in the highest ranked resource available.
Customizable Calendar
First industry calendar to overlay all staff, resource, and program availability in one view.
Custom Overlay & Default Views
Overlay any combination of your staff and resource availability for quick insight into what’s available. Save your views for later use and let your staff set their default.
Quick Schedule Modal
Double-click the desired time slot from the calendar and choose the client, your resource(s) and staff, and the program being booked. Choose their payment option - from a card on file, cash or check, or Pay Later.
Reschedule & Reassign
Easily reschedule a client's booked session or reassign the booked resource and staff right from the calendar.
Calendar Check-In
Track attendance and check-in clients right from the calendar.
Retail & Inventory
Add and customize your retail products to transact online and in-person and track your inventory in real-time.
Customize Products & Variants
Create products, add images, set your prices and add variants like sizes, colors, and more. Further customize each variant with SKUs and barcodes.
Add Inventory Modal
Add inventory quantities and unit costs for your variants to track in real-time.
Order Tracking
Track your replenishing orders with your vendor and order details and have the new products automatically added to your inventory.
Quantity Triggers
Set up alerts to notify you when inventory is low and it's time to reorder.
Retail Categories
Assign products to retail categories toassociate with membership benefits and filter on in reports.
Inventory Insights
Adjust your ordering and pricing strategies by analyzing quantities and profit margins over certain time periods. Compare with historical data for better decision-making.
View What's Important
Customize your report's columns to see what you need. Toggle between fields like stock statuses, live quantities, units sold or returned, profits, and more.
Are you ready to gain the Upper Hand?
Payments & Finances
Fully integrated payment solution powered by UP Payments that enables transactions online and across the app and allows robust financial reporting.
Integrated Point of Sale
Integrated POS lets you sign-up, schedule, and transact from any device. Connect hand-point devices and other compatible hardware to extend your capabilities.
Track, Adjust, & Refund
View all transaction statuses, make adjustments to clients' scheduled payments, and issue full or partial refunds to a selected payment type.
Quick Discount & Coupon Codes
Apply a discount percentage or amount on the fly in POS. Create coupon codes and market them to clients to use for recurring transactions, one-time payments, or for a specified duration.
Quick-Pay Modal
Select their payment method from the various options you choose or select Pay Later which allows them to use any payment method at the time of the session. Choose to charge or remove sales taxes.
Auto Account Updater
Automatically update expired or replaced cards to avoid failed transactions.
Sales Details Reporting
Understand your clients purchasing tendencies with reports that show sales details by payment types, product types and retail categories, and online vs. in-store.
Compatible Hardware
Extend your front desk and payment capabilities with hardware options like hand-point devices, receipt printers, and cash drawers.
Fast Deposits
Get paid quickly with direct deposits every two days. Track the status of the withdrawals within the withdrawals report.
Accounting Codes
Create accounting codes that can be assigned to event types, memberships, credit passes, and retail for various accounting purposes.
Revenue Reporting
View total and cumulative revenue and transactions over time. Drill down using filters like location(s), date ranges, product types, and events to get micro-level insights.
Transaction Insights
Run transaction reports based on location(s), payment statuses, product details, transaction dates, and more.
Staff & Payroll
Streamlined staff management that simplifies availability, eliminates double-booking, and puts payroll on autopilot.
Staff Availability & Program Association
Customize your staff's availability and add them to programs to track payroll and allow clients to schedule with them when available.
Time-Tracking
Create time tracking tasks for your staff when clocking-in and track their hours for payroll purposes.
Event-Level Payroll
Assign payroll rates to staff that are configured to specific programs. Choose to calculate payroll based on the percentage of revenue generated from the event, a flat rate, sessions booked, and more.
Hourly Payroll
Assign hourly rates to employees and calculate payroll based on hours worked over a time period.
Autopilot Payroll Reporting
View payroll entries over pay periods for each staff and drill down on clock-in tasks, events and sessions worked, client bookings, and more.
Are you ready to gain the Upper Hand?
Contacts & Marketing
Powerful contact management and marketing automation tools.
Contact Cards & Notes
Easily view contact date like purchases, booked sessions, and membership details on contact cards. Track progress and save important info via client notes that are accessible throughout the app.
Contact Maps
Run effective and targeted geo-marketing campaigns by viewing all contacts on a zoomable map. Filter clients by login timestamps or those that have never logged in.
Event & Group Messaging
Send or schedule branded messages to program registrants or created contact groups.
Contact Segmentation
Create contact groups to send marketing emails and other communication. Coming Soon: Smart Lists
Multi-Tenancy Profiles
Eliminate duplicate data by associating multiple parent and child profiles within one account.
Custom Waivers & Reporting
Upload your waiver for clients to accept and track acceptances and past due waivers within the waiver report.
Shared Cart & Reminders
Add products and programs to clients' shopping carts so they can complete checkout at a later time and trigger in-cart reminders.
Bulk Imports & Exports
Upload contact lists into your Upper Hand account with a downloadable .csv template. Export client data to use for other functions.
